WPW
NVS icon

Watershed Private Wealth’s Novartis NVS Stock Holding History

Watershed Private Wealth’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Hold
2,509
– – 0.11% 94
2026
Q1 		$383K Sell
2,509
-156
-6% -$23.9K 0.12% 87
2025
Q4 		$367K Hold
2,665
– – 0.11% 91
2025
Q3 		$342K Hold
2,665
– – 0.11% 88
2025
Q2 		$322K Sell
2,665
-265
-9% -$29.9K 0.12% 84
2025
Q1 		$327K Buy
+2,930
New +$312K 0.13% 89
2024
Q4 		– Sell
-1,989
Closed -$229K – 117
2024
Q3 		$229K Hold
1,989
– – 0.09% 103
2024
Q2 		$212K Sell
1,989
-187
-9% -$18.8K 0.09% 108
2024
Q1 		$210K Sell
2,176
-235
-10% -$24.1K 0.09% 120
2023
Q4 		$243K Buy
+2,411
New +$233K 0.13% 94

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Watershed Private Wealth's NVS Position: Q2 2026 in Review

Watershed Private Wealth held its Novartis (NVS) position steady in Q2 2026 at 2,509 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #94.

Watershed Private Wealth first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 1,610 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Watershed Private Wealth held 2,509 shares of Novartis worth $393K as of Q2 2026.
  • Watershed Private Wealth left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.11% of Watershed Private Wealth's portfolio in Q2 2026, its #94 holding.
  • Watershed Private Wealth first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.